Ep 374. The Most Impactful Retirement Strategy, With Mark...

What this episode covers

This episode features guest financial advisor Mark Rowlett with South Shore Retirement Services; he and David dive into why proactive tax planning is one of the most overlooked — yet most impactful — parts of retirement and wealth strategy. The conversation covers how taxes can erode retirement income, why location and policy matter, and how smart planning can help families keep more of what they’ve earned. If you want to understand the real power of tax strategy, this episode is a must-listen.

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Frequently Asked Questions

How long is this episode of Retire SMART Podcast?

This episode is 13 minutes long.

When was this Retire SMART Podcast episode published?

This episode was published on February 26, 2026.

What is this episode about?

This episode features guest financial advisor Mark Rowlett with South Shore Retirement Services; he and David dive into why proactive tax planning is one of the most overlooked — yet most impactful — parts of retirement and wealth strategy. The...

Can I download this Retire SMART Podcast episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.